How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.
Learn MoreWhat We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Learn MoreOur Professionals
Our team approach offers a range of services to provide more benefits to our clients.
Learn MoreUnderstanding Today's Financial Environment
Lizton Financial Services is now Compass Investment Services.
Welcome! Compass Investment Services is a financial organization conveniently located at State Bank banking centers in Hendricks, Boone, Tippecanoe and Hamilton counties. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
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Helpful Content
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.